AM
IBDO

Atwater Malick’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Atwater Malick’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,788
Closed -$350K – 71
2023
Q3 		$350K Hold
13,788
– – 0.15% 52
2023
Q2 		$349K Buy
13,788
+1,200
+10% +$30.3K 0.15% 54
2023
Q1 		$317K Buy
12,588
+1,200
+11% +$30.1K 0.15% 49
2022
Q4 		$285K Buy
11,388
+402
+4% +$10K 0.14% 49
2022
Q3 		$274K Sell
10,986
-3,264
-23% -$81.8K 0.15% 46
2022
Q2 		$358K Buy
14,250
+800
+6% +$20.1K 0.19% 42
2022
Q1 		$340K Buy
13,450
+1,782
+15% +$45.4K 0.16% 40
2021
Q4 		$300K Buy
11,668
+387
+3% +$9.99K 0.14% 44
2021
Q3 		$293K Buy
11,281
+1,154
+11% +$30K 0.15% 40
2021
Q2 		$264K Buy
10,127
+1,917
+23% +$50K 0.15% 39
2021
Q1 		$215K Buy
+8,210
New +$215K 0.13% 43

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Atwater Malick's IBDO Position: Q4 2023 in Review

Atwater Malick sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 13,788 shares — an estimated $350K sold.

Atwater Malick first reported a position in IBDO in Q1 2021 and held it in 11 quarters. The position peaked at $358K in Q2 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Atwater Malick reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Atwater Malick sold 13,788 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $350K.
  • Atwater Malick first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 11 quarters.
  • Atwater Malick's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $358K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Atwater Malick's 13F filing for Q4 2023, filed 11 Jan 2024.